Sr. Manager, FP&A | Financial Services

Sr. Manager, FP&A

We are partnering with a leading financial services organization to identify a Sr. Manager, FP&A to join its Finance team. This is an outstanding opportunity for a highly analytical finance professional with strong financial modeling and forecasting experience who enjoys solving complex business challenges and partnering across multiple functions.

In this role, you'll play a key part in developing and enhancing enterprise financial planning models, supporting investment income forecasting, and delivering meaningful insights that help drive strategic decision-making. You'll collaborate closely with teams across Investments, Treasury, Actuarial, Accounting, Risk, and Finance to improve forecasting capabilities and strengthen the organization's financial planning processes.

• Develop, enhance, and maintain enterprise financial planning and forecasting models.
• Build financial models that incorporate investment, liability, treasury, accounting, and other key financial data.
• Support investment income forecasting, asset-liability analysis, and financial scenario modeling.
• Analyze forecast results and explain key drivers behind changes in financial performance.
• Perform variance analysis by comparing actual results to forecasts and identifying key trends.
• Evaluate model assumptions, sensitivities, and financial projections to support business planning.
• Partner with cross-functional teams to gather data, validate assumptions, and improve forecasting accuracy.
• Translate complex financial analysis into clear, actionable insights for business leaders.
• Strengthen model governance, documentation, and internal controls.
• Identify opportunities to improve reporting, automation, and financial planning processes.
• Support monthly, quarterly, and annual planning cycles, along with special projects and strategic initiatives.

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Engineering, Statistics, or another quantitative field.
• 6–8+ years of experience in FP&A, financial modeling, actuarial analysis, investment analytics, consulting, insurance finance, or a related analytical role.
• Strong financial modeling and forecasting experience.
• Advanced Microsoft Excel skills with the ability to build and maintain complex financial models.
• Strong understanding of financial planning, investment performance, and forecasting methodologies.
• Excellent analytical, organizational, and problem-solving abilities.
• Strong communication skills with the ability to present complex financial information to both technical and non-technical audiences.
• Ability to manage multiple priorities in a fast-paced, collaborative environment.

• Experience with in insurance, annuities, asset management, banking, or financial services.
• Exposure to investment income forecasting, asset-liability management, or enterprise financial planning.
• Professional certifications such as CFA, CPA, ASA, FSA, or MBA are a plus.
• Experience with financial planning systems, databases, or business intelligence tools.
• Experience supporting automation, process improvement, and data-driven decision-making.

• Join a collaborative finance team supporting strategic planning across a sophisticated financial organization.
• Work on high-impact forecasting, modeling, and financial analytics projects.
• Partner with senior leaders across Finance, Investments, Treasury, Actuarial, and Risk.
• Opportunity to influence enterprise planning processes while continuing to grow your technical and leadership skills.

If you're a finance professional with a passion for financial modeling, forecasting, and strategic analysis, we'd welcome the opportunity to have a confidential conversation.